Recent discussions on X about Fair Isaac Corporation (FICO) have been ignited by the company's announcement of a new direct licensing program for its credit scores used in the mortgage industry. Many users are buzzing about the significant surge in FICO's stock price, with some noting gains of over 20% following the news, reflecting strong investor confidence. The move to allow mortgage lenders direct access to FICO scores is seen by several as a game-changer, potentially reshaping pricing dynamics in the sector.
Additionally, posts on X highlight analyst optimism, with price target increases and reiterated buy ratings from major firms, pointing to the new pricing models as a key growth driver into 2026. Some conversations also touch on past controversies, including allegations of suspicious stock purchases by political figures, though the current focus remains on the transformative potential of the licensing initiative. The tone on the platform suggests a mix of excitement and curiosity about how this will impact both FICO and the broader credit bureau landscape.
Note: This discussion summary was generated from an AI condensation of post data.
Fair Isaac Corporation Insider Trading Activity
Fair Isaac Corporation insiders have traded $FICO stock on the open market 208 times in the past 6 months. Of those trades, 0 have been purchases and 208 have been sales.
Here’s a breakdown of recent trading of $FICO stock by insiders over the last 6 months:
- WILLIAM J LANSING (President and CEO) has made 0 purchases and 192 sales selling 36,063 shares for an estimated $62,049,120.
- THOMAS A. BOWERS (Executive Vice President) has made 0 purchases and 13 sales selling 4,077 shares for an estimated $8,386,603.
- STEVEN P. WEBER (Executive Vice President & CFO) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $3,476,500.
- MARC F MCMORRIS sold 797 shares for an estimated $1,663,737
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Fair Isaac Corporation Hedge Fund Activity
We have seen 482 institutional investors add shares of Fair Isaac Corporation stock to their portfolio, and 456 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EDGEWOOD MANAGEMENT LLC added 335,229 shares (+inf%) to their portfolio in Q2 2025, for an estimated $612,785,202
- GAMMA INVESTING LLC removed 258,041 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $471,688,626
- CITADEL ADVISORS LLC removed 202,034 shares (-96.1%) from their portfolio in Q2 2025, for an estimated $369,310,070
- BLACKROCK, INC. added 196,264 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $358,762,741
- MILLENNIUM MANAGEMENT LLC removed 154,269 shares (-93.8%) from their portfolio in Q2 2025, for an estimated $281,997,561
- AF ADVISORS, INC. removed 140,759 shares (-50.2%) from their portfolio in Q2 2025, for an estimated $257,301,821
- SQUAREPOINT OPS LLC removed 104,751 shares (-96.7%) from their portfolio in Q2 2025, for an estimated $191,480,637
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Fair Isaac Corporation Government Contracts
We have seen $2,400,000 of award payments to $FICO over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Fair Isaac Corporation Analyst Ratings
Wall Street analysts have issued reports on $FICO in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 10/02/2025
- Seaport Global issued a "Buy" rating on 10/01/2025
- Raymond James issued a "Outperform" rating on 07/31/2025
- Oppenheimer issued a "Outperform" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/09/2025
- Barclays issued a "Overweight" rating on 07/09/2025
- Baird issued a "Outperform" rating on 05/28/2025
To track analyst ratings and price targets for Fair Isaac Corporation, check out Quiver Quantitative's $FICO forecast page.
Fair Isaac Corporation Price Targets
Multiple analysts have issued price targets for $FICO recently. We have seen 10 analysts offer price targets for $FICO in the last 6 months, with a median target of $1925.0.
Here are some recent targets:
- Manav Patnaik from Barclays set a target price of $2400.0 on 10/02/2025
- Kyle Peterson from Needham set a target price of $1950.0 on 10/02/2025
- John Mazzoni from Seaport Global set a target price of $1600.0 on 10/01/2025
- Kevin Mcveigh from UBS set a target price of $1640.0 on 09/15/2025
- Ryan Griffin from BMO Capital set a target price of $1800.0 on 08/18/2025
- Patrick O'Shaughnessy from Raymond James set a target price of $1800.0 on 07/31/2025
- Owen Lau from Oppenheimer set a target price of $1953.0 on 07/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
